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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ Profile
Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ

@Invst_Informant

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Strategy @ EY | Research @ Fintech Blueprint | A committed explorer in the world of finance sharing my pursuit of wisdom & long-term investing 🌎

New Jersey, USA
Joined August 2021
Don't wanna be here? Send us removal request.
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@Invst_Informant
Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
11 hours
UPDATE: Latest #Bitcoin mining portfolio Positions by size: $BTC $CLSK $IREN $CIFR $MARA I pride myself on being transparent (and have been for the last year). Let's see where we're at over the next few months I'm excited, hope you all are too
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@jasrifootball Bench him for the rest of the game
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
Tesla $TSLA earnings today! Investors have failed to appreciate what this company really is, so I've decided to share what makes this company so compelling for those that do not yet understandπŸ‘‡πŸ“• 1. Tesla's strategic advantage in the automotive industry has NOTHING to do with
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
MUST read for all those freaking out on #Bitcoin miners Miners are making more money than EVER BEFORE from mining. They have the best operating leverage of any BTC proxy (for me) as they are on the front lines of the network. Subsidies, aka their "block rewards" have gone up as
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
@KobeissiLetter Easy. $AAPL isn’t a growth stock anymore. Slow revenue growth and pretty stable and mature biz People are pricing $NVDA growth based on the demand for compute which is so difficult to quantify because demand just keeps beating anyone’s estimates $AAPL has a pretty predictable
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
22 days
$CLSK daily RSI at 29 for the 11th time in the last 4 years. 6 of those 11 times, the average % return on $CLSK in the months after was: 1) Oct 2020: +517% in 71 days 2) April 2021: +60% in 30 days 3) Aug 2021: +121% in 78 days 4) Nov 2022: +90% in 77 days 5) March 2023:
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
Assets with strong upside for this year: Low-Risk: - PayPal $PYPL - Apple $AAPL - ⁠Google $GOOGL - #Bitcoin - ⁠Realty Income $O - ⁠McDonalds $MCD - ⁠Palantir $PLTR - ⁠Russell 2000 ETF $IWM Low-Medium-Risk: - $AMD - ⁠Robinhood $HOOD - ⁠Celsius $CELH - ⁠Tesla $TSLA -
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
@FilledWithMoney Very off Lower class: <$20k Lower middle class: $30-$80k Middle class: $90-200k Upper middle class: $300-$2.5M Upper class: $3M+
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving πŸ“•πŸ‘‡ Key Observations πŸ‘ 1) Top 5 miners: $MARA $CLSK $RIOT $CIFR $IREN 2) Only profitable miners: $MARA $CLSK
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
Wall Street on $PYPL PayPal: 1. Dying business 2. No moat 3. No growth 4. Lack of innvoation The data: 1. Largest market share in 4 of 6 continents (Antarctica is an untapped market) 2. Most popular payment method in the world 3. Oh look, growth (e.g. total payment volume,
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
3/10: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving πŸ“•πŸ‘‡ Key Observations πŸ‘ 1) Top 5 overall miners -> $CLSK $MARA $RIOT $CIFR $IREN 2) Top 5 institutional
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
18 days
CleanSpark $CLSK No one enjoys seeing drawdowns on their investments. Is it frustrating? Yes. Am I worried? Not one bit. Imagine thinking that price go down = investment bad 1) Bullish divergence on daily 2) Declining selling volume = signs of exhaustion (aka the selling is BS)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
CleanSpark $CLSK Target: $36+ Everyone falls into 3 types: 1. $CLSK cost-basis is sub-$10 2. Bought $CLSK in $15-20s, current position underwater 3. You don't own $CLSK If you're in: #1 - accumulate #2 - lower your cost basis, accumulate #3 - start a position, accumulate
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
30 days
MicroStrategy $MSTR Target: $314-400 That is all :)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
$CLSK - CleanSpark Target: $35+ and ~$60 is possible with a #Bitcoin price >$100k Near perfect bullish pennant pattern. You should embrace any discount window dip as a buying opportunity. 1) A close above the 12w EMA at $16.49 is bullish. A breakout above the pennant
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
7/18: Long awaited UPDATED #Bitcoin Miner Model - Industry's MOST complete view of KEY metrics to evaluate the best $BTC miners πŸ“•πŸ‘‡ Key Observations - Miners >$100MM Market Cap πŸ‘ 1) Top 5 BTC miners overall -> $CLSK $IREN $RIOT $MARA $CORZ (big change) 2) Best performance %
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
$CLSK Cleanspark - Get ready πŸ“ˆ More important is the direction of where #Bitcoin miners are going, don't get so married on price 1) Short-term price target $31; Long-term price target $60 2) RSI touched trendline, curling up and looking to break out of its RSI-based MA
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
For everyone to get an understanding of the multiples that #Bitcoin Β  miners trade at relative to Bitcoin πŸ“•πŸ‘‡ The best-performing miners in 2023 were: 1) $MARA Marathon +591% 2) $BITF Bitfarms +582% 3) $BTBT Bit Digital +553% 4) $CIFR Cipher +546% 5) $IREN Iris Energy +501%
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
$CLSK CleanSpark, again lol Target: At least $36+ in the next few months and ~$60 is possible with a #Bitcoin price >$100k ANY opportunity to accumulate shares in $16-17 range should be automatic Technicals: 1) Consolidating and range bound since February. Been great for swing
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
22 days
Bought 2000 shares of CleanSpark $CLSK Invest rationally, not emotionally
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@KobeissiLetter Sorry that is abjectly false if you watched the video. EVERYONE needs to stop misquoting PayPal $PYPL CEO Alex Chriss @acce . He never said that they'll "shock the world" on their innovation event today or earnings Feb. 7. His words: "I love being an underdog, I will take all of
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
Price predictions for #Bitcoin miners over the next month πŸ“•πŸ‘‡ CleanSpark $CLSK 1) Retest of 20MA (blue) at $14.6 (Good area to sell puts about 10-20% OTM or slowly start buying shares) 2) Retest of previous resistance at $13.5 (buy) 3) MAJOR BUY ZONE: Anywhere between $10.5 -
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
#Bitcoin miner results are OUT! Top 5: $CLSK $MARA $RIOT $CIFR $IREN
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@Invst_Informant
Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
Plan to release my latest #Bitcoin miner model tonight which will include 2 NEW metrics πŸ“•πŸ‘‡ 1) Institutional ownership % (higher the better) 2) SGA as a % of total revenue (lower the better) Working on a 3rd NEW metric which will place a premium on the miners that actually
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
4/1: LATEST #Bitcoin Miner Model - Industry's MOST complete view of the KEY metrics needed to evaluate all public miners ahead of the halving πŸ“•πŸ‘‡ Key Observations πŸ‘ 1) Top 5 BTC miners overall -> $CLSK $MARA $CIFR $RIOT $IREN 2) Best performance % YTD -> $CLSK +71% $CIFR +18%
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
CleanSpark $CLSK πŸ‘‡ Save this chart 1) Since 6/2023, the 100d EMA has been a BIG turning point in $CLSK --> +106% in 27 days (1st time - Jun 2023) --> +247% in 68 days (2nd time - Jan 2024) --> +59% in 9 days (3rd time - Apr 2024) --> Current 100d EMA ~15.19 2) One can expect
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
5 months
Many new investors in #Bitcoin and proxies like miners $CLSK $CIFR $IREN $MARA or even $MSTR are expecting a 10x to happen from here this cycle but forget to stop and put things into perspective. We are halfway through this cycle already. Don't forget $CLSK already did an 8x
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
I get SO MANY messages on whats the exit strategy on #bitcoin miners πŸ‘‡β€ΌοΈ If you’re new, miners are volatile if you hadn’t noticed. As I’ve said multiple times this industry is not for the faint of heart, seriously. The axiom β€œno pain, no gain” couldn’t be more true for this
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
5/20: Long awaited UPDATED #Bitcoin Miner Model - Industry's MOST complete view of KEY metrics to evaluate which are the best BTC miners πŸ“•πŸ‘‡ Key Observations - Miners >$100MM Market Cap πŸ‘ 1) Top 5 BTC miners overall -> $CLSK $MARA $CORZ $IREN $RIOT (big change) 2) Best
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
5 months
There is no #Bitcoin without the mining network. Please read πŸ‘‡πŸ“• Few understand that some miners are innovative energy infrastructure companies that if for some reason this Bitcoin thing doesn’t work for them (it will) they can easily pivot to something else $CLSK $IREN $CIFR
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
NO-BRAINER #Bitcoin miner buys with at least +50-70% upside over the next 2 months πŸ‘‡ $CLSK $15-16 $CIFR $3.7 - $4 $BITF $2.3 - $2.5 $IREN $10-11 $RIOT $9-10 $MARA < $20 Ordered by miners I believe have most upside and who I'd allocate to (I already own alot of these)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
3/21: LATEST #Bitcoin Miner Model - Industry's MOST complete view of the KEY metrics needed to evaluate all public miners to see who's best prepared to survive the halving πŸ“•πŸ‘‡ Key Observations πŸ‘ 1) Top 5 overall miners -> $CLSK $MARA $RIOT $CIFR $IREN (remains unchanged) 2)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
26 days
CleanSpark $CLSK Just consolidating for a big breakout, AGAIN 1) March 2023: +151% move in 35 days 2) Oct 2023: +279% move in 50 days 3) Jan 2024: +273% move in 69 days Taking the avg of past moves, can expect a +234% in ~51 days which takes price to ~$32 from our 8/5 low
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
3/14: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving πŸ“•πŸ‘‡ Key Observations πŸ‘ 1) Top 5 overall miners -> $CLSK $MARA $RIOT $CIFR $IREN (remains unchanged) 2)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
IMPORTANT clarification ‼️ CleanSpark $CLSK raised $500M in Dec 2023. Since then their share price is 2.5x. They AMENDED this ATM by adding an incremental $300M to bring total to $800M This is the same strategy that got them to where they are today. The #bitcoin Β  mining
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
I WAS WRONG ‼️ I am 100% confident now that this is a NEW $800M ATM offering. I didn’t run the math on $CLSK yesterday, I apologize and will be more thorough. The offering was priced based on the closing stock price of $23.11 as of March 27, 2024. AKA they anticipate selling
@Invst_Informant
Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
IMPORTANT clarification ‼️ CleanSpark $CLSK raised $500M in Dec 2023. Since then their share price is 2.5x. They AMENDED this ATM by adding an incremental $300M to bring total to $800M This is the same strategy that got them to where they are today. The #bitcoin Β  mining
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
PayPal $PYPL with an impressive intra-day move of 5.5%. Investors must’ve really liked the CEOs @acce comments this morning on @CNBC where he’s expected to announce some MAJOR turnarounds / restructuring / future trajectory of the company on Jan 25th. What I think will happen
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
For everyone to get an understanding of the multiples that #Bitcoin miners trade at relative to Bitcoin πŸ“•πŸ‘‡ The best-performing miners in 2023 were: 1) $MARA Marathon +591% 2) $BITF Bitfarms +582% 3) $BTBT Bit Digital +553% 4) $CIFR Cipher +546% 5) $IREN Iris Energy +501% Take
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
There are 22 publicly traded #Bitcoin miners. Only 11 have published March 2024 production data and we're 4 days into April. Leaders πŸ‘‡ 1. $MARA 894 2. $CLSK 806 3. $RIOT 425 4. $WULF 379 5. $IREN 353 6. $CIFR 316 7. $BTDR 294 8. $BITF 286 9. $BTBT 136 10. $DGHI 91 11. $GRYP
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
The MOST important #Bitcoin visual. I sourced all industry-wide $BTC price predictions and took the average πŸ“•πŸ‘‡ BTC Price predictions: 2024 / 2025: $164,333 2028 / 2030: $545,330 2032+: $204,400,000 For those not yet invested, with how quickly the ETFs $IBIT $FBTC $BITB are
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
28 days
My wife just texted me she bought: 1) 500 shares of $CLSK 2) 300 shares of $BITF 3) 300 shares of $IREN She did so because she noticed $CLSK below her avg She also overheard one of her bosses at the family office where she works say that #Bitcoin is going nowhere BULLISH AF
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
Few of you have messaged me asking β€œIs there any upside for #Bitcoin or miners left? What are your thoughts?” My response πŸ‘‡πŸ“• Think logically and put aside the fact that investing in $BTC miners is more volatile than your normal $SPY equities (this is obvious) If a stock can
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
$IREN - Iris Energy πŸ“ˆπŸ‘‡ Target price: $27-35 NOTHING to be freaking out about. Textbook re-test after an ascending triangle breakout (see images). We'll see how deep this thing can go but like I say careful with getting cute. Don't forget $IREN fell about -20% after
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
Some observations on Tesla $TSLA 1) In the last 3 years, there've been ~10 times where RSI on the Daily broke below 29 (currently at 28). A RSI below 30 typically indicates a security is oversold, however it's just 1 indicator. 2) 3 of those 10 times occurred when the price of
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
$CLSK CleansparkπŸ“ˆπŸ‘‡ The avg "expert analyst" target for $CLSK = $23.4, a +53% upside from here, weighed down by the geniuses at $JPM that downgraded to $12.5 My target based on fundamentals, #bitcoin cycle, and TA is at least $37-41. $CLSK is in a near perfect bullish
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
Best stock YTD returns in 2024 GameStop $GME: +279% $SMCI: +175% $NVDA: +82% $AMC: +75% $CELH: +58% #Bitcoin : +40% Bitcoin miners: $CLSK: +20% $CIFR: -22% $IREN: -39% $MARA: -37% $WULF: -32%
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
End of day thoughts on #Bitcoin miners πŸ“•πŸ‘‡ 1) The 30% proposed miner tax is FUD. Another way to weaponize and attack the bitcoin mining industry to run with the narrative that mining is bad without actually looking at publicly available data that provides evidence that the
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
No sh*t posting on #bitcoin miners today after doom and gloom all week, huh? Interesting. πŸ€” Maybe institutions are starting to see that the fundamentals are PHENOMENAL and that buying $MSTR at $1700+ is prob not best risk:return, considering how miners are trading as if they’re
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
Important and NECESSARY price update on #Bitcoin miners and CleanSpark $CLSK for short-term πŸ‘‡πŸ“• 1) First off, congrats to all who've been DCA and are seeing the benefit of staying the course 2) If you're up bigly, be objective, not emotional. Don't let big $$ signs cloud your
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
How $META will have changed my family’s lifeπŸ‘‡ My dad immigrated from Portugal in 1984 at 18. Left his home at 13 to work in restaurants in Lisbon as a cook/waiter and support his family. His highest education is middle school. In the last 35yrs he’s become a very successful
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
This NEEDS to be circulated and shared by everyone πŸ“•πŸ‘‡ @mikealfred has been saying to accumulate #Bitcoin since 2020. Had you bought at each of his "That's OK, you can buy Bitcoin Today" posts, this is how much your bag would be if you had bought 30%, 50% or a full BTC at each
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@Invst_Informant
Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
Literally NOBODY on this platform has been more consistent on making sure you own some #bitcoin over the last 4 years other than @mikealfred πŸ“•πŸ‘‡ Had you LITERALLY bought BTC at every price point in his posts your average BTC cost would be $33,825 πŸ˜†(you'd be up +114%) I'm
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
The next 6-12 months are going to be really exciting for anyone with the resiliency to get through a full #Bitcoin cycle My allocations are to: $BTC $CLSK $IREN $CIFR The bull thesis for Bitcoin couldn't be better. Proxies will do even better. Pure-play miners with high EH/s
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
EVERYONE needs to stop misquoting PayPal $PYPL CEO Alex Chriss @acce . He never said that they'll "shock the world" on their innovation event today or earnings Feb. 7. His words: "I love being an underdog, I will take all of that feedback, and we will shock the world" He meant
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@KobeissiLetter Yesterday ,BlackRock's $BLK had its 3rd biggest inflow day for $IBIT yet at $272m. Only -$76 million in net outflows for the day. We’re still seeing alot of $GBTC outflows but this will normalize in the next few weeks. The ETF narrative has occupied too much mental real estate
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Don't mess this up - any dips still offered between now and the rest of the summer for #Bitcoin and proxies should be bought: #Bitcoin 59-63k $CLSK 16-17 $IREN 9-11 $CIFR 4.5-5.5 $BTBT 2.8-3.2 $BITF 2.3-2.5 $TSLA 190-220 $COIN 215-225 $MSTR 1350-1500
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
Sneak peek of my #Bitcoin miner model which I consider the cleanest + most comprehensive view of the KEY METRICS needed to evaluate the best/worst miners as we head into the halving πŸ“•πŸ‘‡ Key Observations: 1) Miners currently represent 2.22% of Bitcoin MC 2) Miners hold about
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
I was recently asked what % would you allocate to #Bitcoin ETFs in your retirement. My answer? As much as you can. Let's run the #s to see how INSANE you have to be to not have AT LEAST 1-3% of your 401k or Roth in #BTC πŸ“•πŸ‘‡ Price predictions for 2030 and 2040: These
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
If you've been following me on CleanSpark $CLSK you'd be very calm about current price action. Here's where we're at πŸ“•πŸ‘‡ 1) Currently in a bullish megaphone pattern where we broke out of the downtrend line in green (bullish btw) 2) We back-tested the upper band of the
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
Quick view on potential CleanSpark $CLSK short-term targets 1) Currently back-testing the top of the ascending channel at mid $16s 2) $13s potential target at the white horizontal line coincides with another resistance area turned support 3) Daily gap fill at mid $11s
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
9 months
Using their latest SEC filings, I've quantified $MSTR, $COIN, $MARA current bitcoin positions. Some stats: 1) MicroStrategy has 19.5x more Bitcoin than Coinbase 2) MicroStrategy owns 189,150 #BTC (~$8.5B) 3) MicroStrategy owns .9% of Bitcoin's total supply 4) Coinbase has a
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Folks are forgetting that $MARA and $RIOT are the #Bitcoin miners with the HIGHEST short interest $MARA 26% $RIOT 23% Followed by $CORZ $BTBT $CLSK They have been laggards but when these start to run, they will RUN. Shorts will be obliterated @theBTCMiningGuy @Charge_Stack
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
UPDATED #Bitcoin miner model ranking miners that operate the MOST self-owned MW capacity (currently) & have the best growth between now & 2025+ πŸ‘‡πŸ“• Currently (2024): $RIOT 1100 MW $BTDR 895 MW $CORZ 745 MW $MARA 602 MW $HUT 568 MW Highest growth % between now and EOY 2024:
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
You as an executive make your $CLSK shareholders +818% in the last year and establish yourself as the leader in #bitcoin mining BUT you get flack for shaving off a bit of equity to lock in some profits for yourself (that you EARNED) for the great job you’ve done as an executive?
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
UPDATE on @CulperResearch who published the short report on $IREN πŸ‘‡β€ΌοΈ Pulled up 4 of their last 6 short reports to see how their plays are doing since reports came out. Can't make this up. 2024: 1) Since June 11 $AXSM +20% 2) Since March 21 $TBBK +32% 2023: 3) Since September
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
I know we’re all excited about our #bitcoin Β miner stocks like $CLSK $MARA $IREN $CIFR $BITF $RIOT doing great, BUT just in case you needed to be more bullish, let me tell you what NO ONE in the space is talking about πŸ“•πŸ‘‡ Bitcoin miners are some of the most innovative energy
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
Iris Energy $IREN πŸ‘‡ It wants $20+, just be patient. Once #bitcoin breaks to upside + mgmt delivers/exceeds MoM targets on way to 30 EH/s by end of year, stock will follow. Be long the cycle, infrastructure, the asset, accumulate on dips, stop worrying about the
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
Current #Bitcoin + miner positions πŸ‘‡ Have consolidated into what I think are the top 3: $CLSK $IREN $CIFR My 9/20 $CLSK and $MARA calls likely worthless but it's all good were less than 0.5% of folio
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Again, do NOT mess this up - ALL dips still offered between now and the rest of the summer for #Bitcoin Β and proxies should be bought: #Bitcoin Β 59-63k $CLSK 16-17 $IREN 9-11 $CIFR 4.5-5.5 $BTBT 2.8-3.2 $BITF 2.3-2.5 $MARA $20-23 $RIOT $10-11 $TSLA 190-220 $COIN 215-225 $WULF
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 year
@stats_feed As a son of a Peruvian mother this is awesome! Peru with 4 restaurants in the top 50!! 😎
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
With many #Bitcoin miner names like $CORZ $WULF $IREN $BTBT breaking out, there are still many on the sidelines who didn't get the opportunity to get in and looking for the next candidate It's insane to me you can still get $CIFR for sub $4.5 That is all :)
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@gurgavin Sorry that is abjectly false if you watched the video. EVERYONE needs to stop misquoting PayPal $PYPL CEO Alex Chriss @acce . He never said that they'll "shock the world" on their innovation event today or earnings Feb. 7. His words: "I love being an underdog, I will take all of
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
UPDATED #Bitcoin miner model which I consider the cleanest + most comprehensive view of the KEY METRICS needed to evaluate the best/worst miners as we head into the halving πŸ“•πŸ‘‡ Key Observations: 1) Miners currently represent 1.83% of Bitcoin MC 2) Miners hold about 0.21% of all
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
If you own shares in Bitcoin $BTC miners, there's nothing to be worried about. Volatility (to the downside) scares people which usually results in inexperienced investors having visceral/emotional reactions to stocks their invested in, and capitulation follows. It's a tale as
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Using cleanspark $CLSK as an example for all #bitcoin miners The longer a consolidation pattern, the more violent a breakout becomes $CLSK has been consolidating and pretty range bound without a confirmed breakout since February She’s ready to blow and so is $IREN $CIFR
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@mccrystal_alex Bench him rest of the game it’s 1 play and you’re down by 3 friggin relax
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
#Bitcoin miner institutional ownership (as of 6/25) >40% 1) $CLSK - 49% 2) $RIOT - 44% 3) $MARA - 41% >30% 4) $BTBT - 39% 5) $HIVE - 34% 6) $CORZ - 31% >20% 7) $WULF - 24% 8) $HUT - 23% 9) $BITF - 22% 10) $IREN - 22% >15% 11) $CIFR - 19% 12) $SDIG - 18% 13) $GREE - 16% <10%
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
July 9: Well respected research team at Societe Generale + Alliance Bernstein publish a bullish $IREN report discussing the importance of low-cost power, compute, and data center build outs - issue $26 price target July 11: No-name fund @CulperResearch publishes a short report
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
5 months
@Captbobdad @fadiquran I don’t where you get your information but this is factually false regardless of what you think of the situation
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Across #Bitcoin mining space, last week people were ECSTATIC buying $IREN at 9 and $CLSK at $15. Now they're at $7 and $12 respectively, and I see a lot of those same folks losing interest in accumulating here or are scared of it going lower? Make it make sense
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
#Bitcoin miner observations as of 8/10. Some REALLY interesting data with respect to changes in institutional holdings in last 2 months πŸ“•πŸ‘‡ 1) Institutional Ownership % $MARA $BTBT $CORZ $HUT $WULF 2) Short Interest % $MARA $RIOT $HUT $CLSK $BTBT Last time I pulled this data
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Imagine: 1) Being phased by a biased report published by a bunch of no-name rugrats that wanted to buy cheap $IREN shares 2) Thinking that #bitcoin miners looked bearish because $CLSK was β€œstuck” at $15 3) Selling your Bitcoin because Mt. Gox / Germany selling 4) Being
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
4 months
For all you folks getting giddy seeing your #Bitcoin miner stocks showing some life. Just a reminder that we were at these prices just 2-2.5 weeks ago. Don't get too excited about a +10% or +15% move. The triple-digit moves haven't started yet. Stop trading these moves and be
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
$CLSK - CleansSpark Buy zone: $15-17 🎯 Target unchanged: $36+ 1) Near perfect bullish pennant pattern + AT THE BOTTOM OF PENNANT βœ… 2) Filled the daily gap in $16s βœ… 3) RSI near trendline ($CLSK has bounced here last 3 times) βœ… 4) At the lower trend-line / demand zone βœ…
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
This didn't get the attention I thought it deserved so here it is again to illustrate its importance and why it's CRITICAL for understanding US-China relations, and why #China will always have to bend the knee to the US πŸ‘‡πŸ“• 1. About ~85,000 sq miles of land in America, an area
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
There's ALOT of misconceptions around #Bitcoin miners and how the ATM works, so this a MUST readπŸ“•πŸ‘‡ 2022-2023: Time period when miners should've been preparing for this cycle, securing the best mining equipment, building up their balance sheet 2024: Execution-time & growth
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
3 months
Interesting #BTC observations that should make you bullish πŸ‘‡ Since May 2021, these are the average % moves in #Bitcoin following a daily RSI reading of <26: 1) +124% in 154 days 2) +43% in 65 days 3) +28% in 17 days 4) +40% in 56 days 5) +53% in 70 days 6) +38% in 67 days If
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
Charles Schwab platform down AGAIN Can’t login to my account and do anything This is absolutely asinine @CharlesSchwab I’m leaving the platform
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
25 days
Much needed clarification on this $CLSK situation from @Charge_Stack All $CLSK is doing is opening up the possibility for more financing sometime in the future (could be acquisition, something else) One of the most overlooked factors in the $BTC mining space is access to
@Charge_Stack
D.R. Lewis ⚑
25 days
Reading the comments on post below re: $CLSK @CleanSpark_Inc filing and people are confused. HTH: ---- It's not an ATM. They are not selling shares at the current price. It's a request to raise their authorized shares, which requires proxy votes to be mailed to all
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
I’m continuing to post this every day because I care about you NOT messing this wealth opportunity up - ALL dips still offered between now and the rest of the summer for #Bitcoin Β and proxies should be bought πŸ‘‡ #Bitcoin Β 59-$66k βœ… $CLSK 16-17 βœ… $IREN 9-11 βœ… $CIFR 4.5-5.5 βœ…
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
I’ve been asked β€œIs there any upside for #Bitcoin Β or miners left? What are your thoughts?” My response πŸ‘‡πŸ“• Think logically and put aside the fact that investing in $BTC miners is more volatile than your normal $SPY equities (this is obvious) If a stock can go up like 3x
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
Bought some #Bitcoin miners 810 shares of $IREN @ $4.80 400 shares of $CLSK @ 14.74 Current Positions: 8,000 shares of $IREN ($5 avg) 1,250 shares of $CLSK ($11 avg) Don’t see how I lose money at these prices
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
#Bitcoin Miner update πŸ‘‡ THIS is where I'd be accumulating (if you can). $CLSK: 9.7-11 $IREN: 6.5-7.5 $CIFR: 3.4-4 $BITF: 1.72-2 $WULF: 3-3.5 $MARA: 14.5-16 $RIOT: 7.5-8 Sentiment is so πŸ’©, it's $IREN at low $4s after dropping from $8 all over again. ALL you have to do is be
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
$IREN - Iris Energy Buy Zone: $8.53 - $10.31 πŸŽ―βœ… Target unchanged: $26+ Outside of $CLSK there isn't another $BTC miner with a more bullish looking chart 1) Broke out of ascending triangle and currently back-testing the breakout/neckline. This is healthy, corrective price
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
$CLSK Bullish divergence started at the 4hr, then the daily, now on the weekly Folks are literally not ready for this πŸ“ˆ
@MirageMogul
Luca
1 month
$CLSK - Formed the biggest hidden bullish divergence on daily RSI I've EVER seen. Divergences never lie. Now it's not the time to panic. It's when you FOMO.
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
1 month
Friendly reminder to any novice/inexperienced investorπŸ‘‡ When it comes to investing, you want to almost always do the complete opposite of what your emotions tell you to do. This form of contrarian thinking keeps you sharp and allows you to make rational decisions There’s a
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
27 days
#Bitcoin miner Iris Energy $IREN results are out 1) On track to 30 Eh/s by EOY (fully funded) 2) 15 Eh/s and on track to 20 Eh/s by next month! 3) Signed NDAs with interested parties around evaluatin #AI data center opportunities for 1.4GW West Texas 4) Childress August 2024
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
8 months
@KobeissiLetter China has not been investable for some time. Trade-able? Yes. Just too much uncertainty and risk that most here in the US are completely unaware of. Why would anyone invest in $BABA $NIO $JD $PDD $BIDU knowing what’s going on? So many better firms in US
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
2 months
If this gets more than 50 retweets I will buy 500 shares of $CLSK and 500 shares of $IREN today
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
7 months
@gurgavin The biggest asset buying opportunity of our lifetime. So much wealth was created by those that bought at bottom
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
26 days
Iris Energy $IREN Target: $17-28 One of the stronger looking #Bitcoin miners from both a technical + fundamental perspective Technicals: 1) If it closes the month (today) at current price, it's above all the important averages βœ… Fundamentals (earnings were solid) Currently
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
$MARA is the #bitcoin miner operating at the LOWEST uptime of ANY miner. 61% as of Feb. $CLSK up +20% today and +51% past week $MARA up +0.3% today and +14% past week People don't want to look at fundamentals even when they're publicly available and RIGHT IN YOUR FACE. But
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
Based on March production $MARA is currently operating at 61% of their expected EH/s 17.6 (not 28.7), which isn’t great A slide is nice and pretty but one should evaluate any #bitcoin miner by what they show you, not tell you. If they can get to at least 85-90% of expected
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Danny Marques | Investing Informant πŸ“ŠπŸ“ˆ
6 months
CleanSpark $CLSK fell to $17.50s and has now recovered +10% to $19.4. The selloff took us right to the top of the channel of this BULLISH megaphone pattern, which also happens to be a HEALTHY re-test, LOL. If price holds up at $19+ after the close of AH trading today, I
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